The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABERCROMBIE & FITCH CO | CL A | 002896207 | 17,411 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | 29,321 | 710,980 | SH | SOLE | 710,980 | 0 | 0 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 26,531 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 25,643 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
AGCO CORP | COM | 001084102 | 53,019 | 406,649 | SH | SOLE | 406,649 | 0 | 0 | ||
AIRBNB INC | COM CL A | 009066101 | 3,829 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 9,767 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 20,641 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 40,653 | 1,083,204 | SH | SOLE | 1,083,204 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 50,675 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
AT HOME GROUP INC | COM | 04650Y100 | 1,842 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 8,953 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
AVAYA HLDGS CORP | COM | 05351X101 | 6,763 | 251,412 | SH | SOLE | 251,412 | 0 | 0 | ||
AVIS BUDGET GROUP | COM | 053774105 | 4,942 | 63,449 | SH | SOLE | 63,449 | 0 | 0 | ||
BALLYS CORPORATION | COM | 05875B106 | 3,788 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 13,129 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 9,246 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
BOYD GAMING CORP | COM | 103304101 | 9,838 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
BRINKER INTL INC | COM | 109641100 | 5,567 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
BRUNSWICK CORP | COM | 117043109 | 66,745 | 670,000 | SH | SOLE | 670,000 | 0 | 0 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 10,665 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 28,979 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 61,213 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
CALLAWAY GOLF CO | COM | 131193104 | 1,687 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CAPRI HOLDINGS LIMITED | SHS | G1890L107 | 10,866 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 4,843 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
CHEESECAKE FACTORY INC | COM | 163072101 | 24,728 | 456,400 | SH | SOLE | 456,400 | 0 | 0 | ||
CHILDRENS PL INC NEW | COM | 168905107 | 23,099 | 248,212 | SH | SOLE | 248,212 | 0 | 0 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 24,805 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 21,836 | 110,136 | SH | SOLE | 110,136 | 0 | 0 | ||
CIRRUS LOGIC INC | COM | 172755100 | 634 | 7,453 | SH | SOLE | 7,453 | 0 | 0 | ||
CITI TRENDS INC | COM | 17306X102 | 9,570 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
CNH INDL N V | SHS | N20944109 | 10,684 | 638,996 | SH | SOLE | 638,996 | 0 | 0 | ||
COPA HOLDINGS SA | CL A | P31076105 | 18,833 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 3,685 | 22,761 | SH | SOLE | 22,761 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 34,723 | 298,000 | SH | SOLE | 298,000 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 34,353 | 140,900 | SH | SOLE | 140,900 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 11,748 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 9,941 | 152,896 | SH | SOLE | 152,896 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 16,438 | 42,800 | SH | SOLE | 42,800 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 20,706 | 117,800 | SH | SOLE | 117,800 | 0 | 0 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 6,492 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 4,202 | 42,235 | SH | SOLE | 42,235 | 0 | 0 | ||
E L F BEAUTY INC | COM | 26856L103 | 1,357 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ENERSYS | COM | 29275Y102 | 47,338 | 484,374 | SH | SOLE | 484,374 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 10,431 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 8,950 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
FIVE BELOW INC | COM | 33829M101 | 7,344 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 12,599 | 119,200 | SH | SOLE | 119,200 | 0 | 0 | ||
FORTIVE CORP | COM | 34959J108 | 6,974 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
GAP INC | COM | 364760108 | 6,225 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 28,131 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
GOODYEAR TIRE & RUBR CO | COM | 382550101 | 26,681 | 1,555,757 | SH | SOLE | 1,555,757 | 0 | 0 | ||
GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 26,517 | 171,711 | SH | SOLE | 171,711 | 0 | 0 | ||
GUESS INC | COM | 401617105 | 3,960 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 12,665 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
HONEST CO INC | COM | 438333106 | 2,645 | 163,400 | SH | SOLE | 163,400 | 0 | 0 | ||
IMAX CORP | COM | 45245E109 | 3,763 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
JABIL INC | COM | 466313103 | 37,450 | 644,356 | SH | SOLE | 644,356 | 0 | 0 | ||
JACK IN THE BOX INC | COM | 466367109 | 5,686 | 51,023 | SH | SOLE | 51,023 | 0 | 0 | ||
JOANN INC | COM | 47768J101 | 8,663 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | 1,346 | 29,600 | SH | SOLE | 29,600 | 0 | 0 | ||
KOHLS CORP | COM | 500255104 | 8,514 | 154,500 | SH | SOLE | 154,500 | 0 | 0 | ||
L BRANDS INC | COM | 501797104 | 31,346 | 435,000 | SH | SOLE | 435,000 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 7,904 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 25,831 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
LESLIES INC | COM | 527064109 | 3,752 | 136,500 | SH | SOLE | 136,500 | 0 | 0 | ||
LEVI STRAUSS & CO NEW | CL A COM STK | 52736R102 | 6,930 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
LITHIA MTRS INC | COM | 536797103 | 2,199 | 6,398 | SH | SOLE | 6,398 | 0 | 0 | ||
LIVEPERSON INC | COM | 538146101 | 8,392 | 132,696 | SH | SOLE | 132,696 | 0 | 0 | ||
MADDEN STEVEN LTD | COM | 556269108 | 8,752 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
MALIBU BOATS INC | COM CL A | 56117J100 | 12,525 | 170,800 | SH | SOLE | 170,800 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 21,944 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
MERITAGE HOMES CORP | COM | 59001A102 | 27,283 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 6,398 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MIDDLEBY CORP | COM | 596278101 | 44,462 | 256,621 | SH | SOLE | 256,621 | 0 | 0 | ||
MISTER CAR WASH INC | COM | 60646V105 | 2,691 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 1,545 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
NORDSTROM INC | COM | 655664100 | 8,411 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 | 4,412 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 15,228 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
OVERSTOCK COM INC DEL | COM | 690370101 | 1,383 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 11,132 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
PARKER-HANNIFIN CORP | COM | 701094104 | 63,374 | 206,357 | SH | SOLE | 206,357 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 13,003 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 11,298 | 233,000 | SH | SOLE | 233,000 | 0 | 0 | ||
PETCO HEALTH & WELLNESS CO I | COM | 71601V105 | 5,413 | 241,564 | SH | SOLE | 241,564 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 435 | 5,786 | SH | SOLE | 5,786 | 0 | 0 | ||
POLARIS INC | COM | 731068102 | 13,696 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
POSHMARK INC | COM CL A | 73739W104 | 955 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
PVH CORPORATION | COM | 693656100 | 5,380 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 17,383 | 409,015 | SH | SOLE | 409,015 | 0 | 0 | ||
RH | COM | 74967X103 | 13,580 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 52,424 | 183,287 | SH | SOLE | 183,287 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | COM | V7780T103 | 15,350 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
SIGNET JEWELERS LIMITED | SHS | G81276100 | 1,180 | 14,600 | SH | SOLE | 14,600 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 27,246 | 98,863 | SH | SOLE | 98,863 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 8,945 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
SYNNEX CORP | COM | 87162W100 | 5,771 | 47,400 | SH | SOLE | 47,400 | 0 | 0 | ||
TAPESTRY INC | COM | 876030107 | 36,958 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 18,131 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
TELOS CORP MD | COM | 87969B101 | 17,707 | 520,637 | SH | SOLE | 520,637 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 43,697 | 1,115,000 | SH | SOLE | 1,115,000 | 0 | 0 | ||
THE REALREAL INC | COM | 88339P101 | 10,248 | 518,600 | SH | SOLE | 518,600 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 15,820 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 4,652 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
UFP INDUSTRIES INC | COM | 90278Q108 | 4,338 | 58,356 | SH | SOLE | 58,356 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 31,196 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 25,521 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
V F CORP | COM | 918204108 | 6,358 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | ||
WERNER ENTERPRISES INC | COM | 950755108 | 8,904 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
WINNEBAGO INDS INC | COM | 974637100 | 22,259 | 327,524 | SH | SOLE | 327,524 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 17,734 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 7,333 | 60,000 | SH | SOLE | 60,000 | 0 | 0 |